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Kristin Michelle Menz-Yianni

Cpr Investments Inc

Rochester, MI

Chesterfield, VA

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Current Employers
Cpr Investments Inc

1600 Parkdale Road Suite 201, Rochester, MI 48307 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2016-01-20
  • VA RA
    APPROVED
    Since 2016-01-20

Branch Locations

1600 Parkdale Road Suite 201, Rochester, MI 48307 • United States

Chesterfield, VA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Ct Executive Benefits Group Richmond VA 06/2003 Present
Cpr Investments Inc. Chesterfield VA 01/2016 Present
Cpr Financial Group Chesterfield VA 01/2016 Present
Honda House Richmond VA 11/2021 12/2022
  • 06/2003 → Present
    Ct Executive Benefits Group
    Richmond, VA
  • 01/2016 → Present
    Chesterfield, VA
  • 01/2016 → Present
    Cpr Financial Group
    Chesterfield, VA
  • 11/2021 → 12/2022
    Honda House
    Richmond, VA
Previous Registrations
Other Businesses

CPR Financial Group, LLC, SALES OF VARIOUS Insurance PRODUCTS, 0% OWNERSHIP, COMMENCED 01/2016, Insurance AGENT. CT EXECUTIVE BENEFITS GROUP, RICHMOND VA, 0% OWNERSHIP, COMMENCED 06/2006, CONSULTANT.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-12-03
S63 Uniform Securities Agent State Law Examination 2009-01-02
  • S65 Uniform Investment Adviser Law Examination
    2009-12-03
  • S63 Uniform Securities Agent State Law Examination
    2009-01-02
Other Names
  • Kristin Michelle Menz
  • Kristin Michelle Menz

View on SEC IAPD

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